Planning Center, Inc. Dimensional ETF Tr Inflation P Transaction History
Planning Center, Inc.
- $592 Million
- Q3 2024
A detailed history of Planning Center, Inc. transactions in Dimensional ETF Tr Inflation P stock. As of the latest transaction made, Planning Center, Inc. holds 744,364 shares of DFIP stock, worth $30.1 Million. This represents 5.32% of its overall portfolio holdings.
Number of Shares
744,364
Previous 738,576
0.78%
Holding current value
$30.1 Million
Previous $30.2 Million
4.36%
% of portfolio
5.32%
Previous 5.43%
Shares
2 transactions
Others Institutions Holding DFIP
# of Institutions
115Shares Held
12.5MCall Options Held
0Put Options Held
0-
Matson Money. Inc.3.49MShares$141 Million5.09% of portfolio
-
Heirloom Wealth Management Greenwood Village, CO991KShares$40.1 Million13.61% of portfolio
-
Hill Investment Group Partners, LLC St. Louis, MO803KShares$32.5 Million4.54% of portfolio
-
Geometric Wealth Advisors430KShares$17.4 Million3.51% of portfolio
-
Cpa Asset Management LLC West Palm Beach, FL406KShares$16.4 Million8.29% of portfolio